Bonds Analysis & Opinion

When Gary Schilling presented to the Baltimore CFA Society, he made the comment about how much bonds beat stocks by. His proxy for bonds was 25-year zero coupon bonds. Invest in those from 1980 to the...

Earlier this month the Wall Street Journal posted the results of its August Survey of economists conducted August 3-6 (xls file). Let's take another look at its estimates for 10-year yields. The...

Well the S&P 500 finally saw some weakness yesterday. Based on what I’ve seen on various blogs and Twitter, it’s amazing how quick traders' sentiment flipped to bearish. The last few...

Earlier this year we discussed how the Volcker rule combined with Basel III is already reducing corporate bond liquidity by diminishing dealers' ability to make markets. It's just one of those...

Foreigners reduced their holdings of Canadian bonds by $7.9 billion in June, the biggest net outflow since December 2008 when the global credit crisis was in full swing. What’s the cause of this...

I have been pretty vocal about these targets and we are getting very close to nailing them. Today could be the day for a -- probably temporary -- bottom to the bond drop.

On June 4th, Bill Gross -- aka the “Bond King” -- tweeted: “Global Bond Markets are turning Japanese, I think they’re turning Japanese, I really think so.” Mr. Gross was...

The markets are rigged, the Knight Capital Group (KCG) robots are going wild, and the cheating bankers are manipulating Libor. I guess you might as well pack it in…right? Well, maybe not. While...

I am not an expert on Municipal Bonds, so if an expert reads this, and has corrections for me, please leave corrections in the comments. In general, I am a conservative guy who avoids situations with...

[We’ve featured the sage thoughts of our friend Doug Behnfield here many times. In the report to his clients below, the Boulder-based financial advisor reaffirms his strong conviction that...

TLT remains my only large short position, and it's also just about the only bright spot in my trading day. This is a beautifully-formed head and shoulders pattern, and the retracement to the neckline...

The rally in leveraged finance markets is back on, as investors snap up junk bonds as quickly as they come to market. LCD: Price guidance for Iron Mountain’s [records-storage company] 12-year...

The only meaningful short I had entering the day was TLT, and it's doing pretty well. I think the ZB contract is going to head toward about $146, now that support has finally been broken.